We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.
This event took place at the Thornhill Golf & Country Club on Monday, January 26th between 12:00 and 1:30pm.
Do you have a dream of what retirement will look like? How close are you to getting to your retirement? Do you know what your retirement will look like? Saving money for retirement is only half the battle. True retirement success incorporates both money and lifestyle.
Transitioning from working life to retirement takes careful planning. Give yourself time to prepare. Let us help you get organized.
We covered:
- What tax benefits can I take advantage of when I retire?
- What health benefits will I lose in retirement?
- How do I have to adjust my portfolio in retirement?
- Should market trends play a part as to when I should retire?
- Will I live off my assets or will I outlive my assets?
- Am I ready to retire?
ABOUT OUR SPEAKER
These are just some of the serious concerns facing Canadians. Our very own Mike Connon – Senior Financial Planner discussed how these issues affect Canadians and present simple solutions on how to make wiser decisions.
Michael Connon is a financial educator and advisor in the Thornhill area who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble, etc. Michael has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation and is a Senior Financial Advisor and Branch Manager of Assante Capital Management Ltd. Please note that CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Michael is regarded as a local expert in teaching investors how to minimize risk and maximize income.
While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe may benefit from the workshop.
This is a complimentary event. Lunch will be provided by The McClelland Financial Group.
